+11.8%
NOW vs VO
+57.7%
-45.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.4% |
| 7D | -6.1% | +0.6% | -6.7% | -6.6% |
| 30D | +7.5% | -1.1% | +8.5% | +8.6% |
| 3M | +17.5% | +4.5% | +13.0% | +12.1% |
| 6M | +7.9% | +11.1% | -3.1% | -3.7% |
| YTD | -12.4% | +13.5% | -25.9% | -24.1% |
| 1Y | -28.6% | +14.5% | -43.0% | -38.8% |
| 3Y | +11.8% | +58.1% | -46.3% | -30.2% |
| All | +11.8% | +57.7% | -45.9% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling